Roadmap

What we're building, in the open. Updated as work ships.

In Progress

• Tenant usage dashboard (records, messages, minutes, storage in one view)
• Marketplace lead routing for Gold agencies (geo-based assignment)
• Documentation expansion (this Academy)

Planned

• Public demo environment
• Customer referral program
• Certification programs (Certified User, Power User, Automation Specialist)
• Webinars and live onboarding sessions

Recently Released

• Per-workspace SMS on your own number, with replies in your threads
• Phone tab: numbers, minutes, call forwarding, backup line
• HealthSherpa book-of-business import
• Agent slots and AOR workflow
• Per-tenant email inbox

Dates are intentionally absent: items ship when they're solid. Details land in the changelog as they release.